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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,088 | $165,361-79.4% | $149,715-77.2% | $158,950-78.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 20.88% | 348.24%-327.4pp | 276.66%-255.8pp | 302.91%-282.0pp |
| Employer contribution / active EE | $1,123 | $5,103-78.0% | $4,645-75.8% | $4,762-76.4% |
| Participant deferral / active EE | $1,711 | $7,182-76.2% | $6,842-75.0% | $5,983-71.4% |
| Admin fee / account holder | $4,689 | $10,808-56.6% | $9,310-49.6% | $11,248-58.3% |